Southern Co director granted deferred stock units

Svinicki Kristine L reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Svinicki Kristine L reported acquisition or exercise transactions in this Form 4 filing.

Southern Company director Kristine L. Svinicki received a grant of 464.2047 deferred stock units as part of her quarterly director equity retainer under the Southern Company 2021 Equity and Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of Southern Company common stock.

The deferred stock units are paid into the Deferred Compensation Plan for Outside Directors and are settled in shares of common stock after she leaves the Board, according to her deferral elections. Following this award and related dividend reinvestments, she holds a total of 11,032.1291 deferred stock units.

Insider Trade Summary

Grant/Award: 464.2047 shares

Grant/Award 1 txn

Insider Svinicki Kristine L

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Deferred Stock Units Holding	464.2047	$96.94	$45K

Holdings After Transaction: Deferred Stock Units Holding — 11,032.1291 contracts (Direct)

Footnotes (3)

1. F1. Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.
2. F2. Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.
3. F3. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.

Key Figures

Deferred stock units granted: 464.2047 units Implied award price: $96.94 per unit Total deferred stock units held: 11,032.1291 units +2 more

5 metrics

Deferred stock units granted 464.2047 units Quarterly director equity retainer on 2026-04-01

Implied award price $96.94 per unit Grant of deferred stock units

Total deferred stock units held 11,032.1291 units Holdings following the reported transaction

Conversion price $0.00 Deferred stock units under compensation and deferral plans

Underlying common shares 464.2047 shares Each deferred stock unit equals one Southern Company share

Key Terms

Deferred Stock Units, Deferred Compensation Plan, equity retainer, dividend reinvestment feature

4 terms

Deferred Stock Units financial

"Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors"

Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.

Deferred Compensation Plan financial

"deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan)"

A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.

equity retainer financial

"Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan"

dividend reinvestment feature financial

"Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Southern Co (SO) director Kristine Svinicki report on this Form 4?

Kristine L. Svinicki reported receiving 464.2047 deferred stock units as part of her quarterly director equity retainer. These units are a form of stock-based compensation that convert into Southern Company common shares after she leaves the Board, per her deferral elections.

Is the Kristine Svinicki Form 4 for Southern Co (SO) an open-market stock purchase or sale?

The Form 4 reflects a grant of deferred stock units, not an open-market trade. The 464.2047 units are compensation under Southern Company’s equity plan, deferred into a director compensation program rather than bought or sold on the market.

How many deferred stock units does Kristine Svinicki now hold at Southern Co (SO)?

After this transaction, Kristine L. Svinicki holds a total of 11,032.1291 deferred stock units. Each unit represents the right to receive one share of Southern Company common stock, to be settled after her Board service ends under the deferral plan rules.

When will Kristine Svinicki’s Southern Co (SO) deferred stock units be settled into shares?

The deferred stock units will be settled in Southern Company common shares after Kristine L. Svinicki’s service on the Board ends. The timing follows the payout schedule she selected under the Deferred Compensation Plan for Outside Directors of The Southern Company.

What plan governs the Southern Co (SO) deferred stock units granted to Kristine Svinicki?

The deferred stock units come from the Southern Company 2021 Equity and Incentive Compensation Plan and are deferred under the Deferred Compensation Plan for Outside Directors. Together, these plans define how quarterly equity retainers are granted, deferred, and ultimately paid in common shares.

Do Kristine Svinicki’s deferred stock units at Southern Co (SO) earn dividends?

Yes. The total reported deferred stock units include additional units acquired through the dividend reinvestment feature of the Deferred Compensation Plan. Cash dividends on Southern Company stock are reinvested as more deferred stock units instead of being paid out currently.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/02/2026 - 03:41 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Svinicki Kristine L

(Last) (First) (Middle)

30 IVAN ALLEN JR. BLVD., NW

(Street)

ATLANTA GEORGIA 30308

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
SOUTHERN CO [ SO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Deferred Stock Units Holding(1)	$0	04/01/2026		A		464.2047		(2)	(2)	Southern Company Common Stock	464.2047	$96.94	11,032.1291(3)	D

Explanation of Responses:

1. Represents quarterly director equity retainer paid under the Southern Company 2021 Equity and Incentive Compensation Plan and deferred pursuant to the Deferred Compensation Plan for Outside Directors of The Southern Company (Deferred Compensation Plan). Each deferred stock unit represents the right to receive one share of Southern Company common stock.

2. Deferred stock units are settled in shares of Southern Company common stock on the date(s) following the termination of the reporting person's service on the Board as specified by the reporting person pursuant to the Deferred Compensation Plan. There is no exercise or expiration date.

3. Includes additional deferred stock units acquired through the dividend reinvestment feature of the Deferred Compensation Plan.

	/s/ Brittney Anderson, Attorney-in-Fact for Kristine L. Svinicki	04/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)